Wealth Services Manager - Hybrid/Remote Leadership

Ulster Financial Group; Stockade District (NY); Hybrid; USD 110,000 - 150,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401(k) matching

Educational assistance

Paid time off

Job summary

Ulster Savings Bank seeks a Manager of Financial Services to lead a small team of financial representatives while growing a personal client book. In partnership with Cetera Investment Services, you will recruit, coach, and supervise Registered Representatives, driving referrals and revenue growth.

This is a hybrid remote position with uncapped incentive compensation. Required: FINRA Series 7, Series 63/66, strong communication, and minimum 5 years in financial services; travel may be required.

Qualifications

• Active FINRA Series 7 license
• Series 63 or Series 66 license preferred
• Minimum 5 years as a Registered Representative or Financial Advisor
• Experience leading/supervising financial services professionals
• Proven track record of meeting sales and production goals

Responsibilities

• Lead a team of financial representatives within the Bank’s Financial Services program
• Recruit, hire, onboard, and train new reps in partnership with Cetera
• Coach and manage performance to maximize results
• Develop and monitor individual and team sales goals aligned with Cetera objectives
• Maintain and grow your personal book of business and drive client referrals

Skills

FINRA Series 7

Series 63/66

Leadership

Sales & production

Coaching & mentoring

Travel available

Education

Bachelor’s degree in finance or related field

Job description

Ulster Savings Bank seeks a Manager of Financial Services to lead a small team of financial representatives while growing a personal client book. In partnership with Cetera Investment Services, you will recruit, coach, and supervise Registered Representatives, driving referrals and revenue growth.

This is a hybrid remote position with uncapped incentive compensation. Required: FINRA Series 7, Series 63/66, strong communication, and minimum 5 years in financial services; travel may be required.